Revenue, Growth & Go-to-Market strategy

For fintech founders and leadership teams that want to sell more effectively and build stronger businesses.

Engagements range from fractional leadership to ongoing strategic advisory and focused projects. Built for B2B Fintech.

A woman with long brown hair wearing a navy blue top, smiling, looking at the camera.

Growing a fintech that sells to banks and credit unions is complicated.

You can have a great product and still struggle to turn interest into revenue.

Sales cycles are long, buying decisions involve multiple people, and the market is crowded. As the business grows, it gets harder to know where to focus, what is working, and what needs to change.

Maven Advisory helps fintech founders and leadership teams build the revenue, growth, and go-to-market strategies they need to make better decisions and move the business forward.

How Maven Advisory can help

Maven works with fintechs in a few different ways depending on where the business is and what kind of leadership or support is needed.

Fractional Revenue & Growth Leadership

Senior revenue and growth leadership for fintechs that need an experienced operator actively involved in the business without hiring another full-time executive.

The work can include revenue strategy, sales leadership, go-to-market strategy, pipeline and forecasting, market expansion, revenue operations, partnerships, and alignment between sales and marketing.

Strategic Advisory

Ongoing strategic support for founders and leadership teams working through important revenue, growth, sales, and go-to-market decisions.

Maven brings an experienced outside perspective to help evaluate opportunities, set priorities, solve problems, and make better decisions about where the business goes next.

Strategic Projects

Focused engagements for fintechs that need help solving a specific revenue or growth challenge.

Projects can include positioning, ICP and segmentation, sales strategy, go-to-market strategy, market expansion, revenue planning, pipeline assessment, or another clearly defined business priority.

Those who strategize, win.

Sometimes you need another experienced person at the table.

Maybe you have pipeline, but deals are taking too long to close. You may be entering a new market and need to figure out where the best opportunity is. Your sales strategy may need work, or you may have reached the point where the founder cannot continue carrying the entire revenue function.

Sometimes the issue is easier to see from outside the business.

Maven Advisory helps fintech leaders look across sales, marketing, partnerships, revenue operations, and go-to-market strategy to determine where to focus and what needs to change.

Angi Milano from Maven Advisory  presenting a go-to-market workshop session to a fintech audience to an audience in a conference room with a large screen behind her.

Hi, I’m Angi Milano

I’ve spent 15+ years on both sides of the fintech fence, from traditional banking to (real) cutting-edge startups.

I’ve helped fintech startups sell their solutions. I’ve helped banks buy them.

And now I help companies like yours find their way through it all. With an insider’s perspective.

As the Founder of Maven Advisory, I work with fintech founders and leadership teams as a fractional revenue and growth leader and strategic advisor.

Strategy is only useful if it works in the real world.

Maven works with fintechs at different stages of growth on revenue strategy, sales leadership, positioning, go-to-market, market expansion, pipeline, revenue operations, partnerships, and commercial planning.

“Working with Angi as our Fractional CRO was a fantastic decision for Conductiv. Her deep expertise in credit unions and community banks and strong industry relationships immediately gave us invaluable context into our GTM.

Gopal Swamy
CEO, Conductiv


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6 Acquisitions and Why It Matters at Maven Advisory

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Helping Fintechs Sell Into Credit Unions

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From Top Sales Performer to Strategic Advisor

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From Accelerator to Advisor – Supporting Fintech Growth at Every Stage

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Selling to Financial Institutions

Resources for fintech leaders

Perspectives and practical resources on revenue strategy, growth, go-to-market, fintech sales, and selling to banks and credit unions.

Case Studies

See how Maven has helped fintechs work through real revenue, sales, and growth challenges.

Insights

Perspectives on the decisions fintech founders and leadership teams are making as they build and grow their businesses.

Guides & Tools

Resources to help you evaluate opportunities, improve your strategy, and make better revenue and growth decisions.